Per Day Exchange


Total Sponsors

  • Beyond Knowledge

    An investment portfolio is a collection of different types of investments or asset classes, including stocks, bonds, cash and other securities. Our primary focus is helping you achieve your long-term financial goals by selecting the appropriate asset allocation – or mix of investments – for your portfolio.

  • Expertise

    We believe that by understanding what’s important to you, we can work together to review your options and help select an appropriate portfolio objective.

  • Community

    We are not just a bank, we are a community Typically, the longer you have to invest, the more you can handle short-term market swings, so you may have a larger allocation to stocks, stock mutual funds or exchange-traded funds. However, when you get closer to needing the money for your goals, we recommend shifting to more conservative investments, such as bonds, CDs or bond funds.


    Your goals, concerns and attitude about investing are the foundation of your plan.


    Using a step-by-step decision-making process can help you make more deliberate, thoughtful decisions by organizing relevant information and defining alternatives


    Am I saving enough for the retirement I want? There’s no one-size-fits-all answer. These four steps can help you figure out the amount that’s right for you


We can offer you Corporate Bonds and Municipal


Start with your Initial Public Offering

Foreing Exchange

Diversify your Portfolios

Global Payments

Grow your business globally with borderless, instant and low-cost crypto transactions.

Certificates of Deposits

Set a year and we will make it grow for you

Mutual Funds

We offer several financial alternatives for you to raise capital

Getting Started

We are leveraging our business to help build a more sustainable, inclusive economy. See how we’re delivering on our commitments alongside our clients and partners

Sign In
Where to start?

We can be your financial guide

A financial advisor who understands your current financial priorities and your vision for retirement can be a big help as you seek answers to those questions.

When and where was the bank found?

New York, New York.

DOS ID:3376640

Can I participate in an IPO?

You should speak with your personal stockbroker about purchasing any stock in an IPO. You cannot purchase any securities (in an IPO or otherwise)

1. When should I apply?

Application deadlines vary by program and region. Please refer to our programs page and check for specific deadlines.

Always online

Mobile Access

Your money at your fingertips Our mobile banking app gives you fast, easy mobile access to your online accounts anytime with just a few taps.

Investing is not enough

Your financial life is not just about markets and returns. It's about you and your family, and your priorities at every stage of life. An advisor can help you find a customized approach to help you make goals realities, plans actualities and to tackle challenges along the way. Let's start by exploring your life priorities.​

As time passes, family dynamics may change, but putting family first never will.

Get Started

How To Get Started

When personal service comes together with the vast resources of a global financial institution, your wealth and investments work where you are and where you want to be.

Create Your Account
Go To Dashboard
Financial Instruments

Investing information and ideas to help you pursue your goals

Our Investment Personality Assessment is one of the ways our advisors get to know you–to understand your goals and priorities. The following four questions will give you a sense of the full assessment and help us provide you with additional insights and resources please contact us to receive more information.